Advanced Practice Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,755,182
Total clients
23
17% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$163,269
About
The firm provides wealth management, portfolio management, and financial planning to individual and high‑net‑worth clients. Services described in the brochure include discretionary investment management, both project‑based and ongoing financial planning, and planning work across retirement, estate, tax, insurance, college, and business needs.
Its investment approach is grounded in Modern Portfolio Theory and asset allocation, combining passive and active funds (mutual funds and ETFs) with attention to tax efficiency and long‑term holding periods. The firm also uses model portfolios available through a third‑party model marketplace and implements client portfolios on a discretionary basis with allocations tailored to each client’s objectives and risk tolerance.
Noteworthy for a solo, independent adviser, the firm is recently established and manages a modest asset base (about $3.75 million across roughly 23 clients), and its client outreach includes the use of testimonials in advertising and delivery of educational seminars or speaking engagements—both practices that are uncommon among peers. The firm requires clients to custody accounts with recommended custodial platforms that integrate trading and reporting and its lead adviser holds CFP® certification.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Project-based financial planning fixed fees range from $499 to $9,999; educational seminars fees range from $499 to $9,999 per seminar.
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.75%
Hourly rate of $250 per hour for project-based and ongoing financial planning.
Fee-only: Fee-only advisory firm; no commissions or asset-based sales charges.
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Advanced Practice Planning, LLC
Missoula MT, United States
Number of offices
1
Forms ADV
Quick links
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